Flat Fee Fiduciary Financial Planning & Investment Management
A Progressive Path to Wealth
Build your path to wealth with a simple, high-tech experience that supports your journey to financial independence with a socially-conscious perspective.
Modern Financial Advice
Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice designed for a modern world.
Impact Investment Management
Build a portfolio of Socially-Responsible, ESG (environmental, social, and governance) and Impact Investing focused on supporting and developing a better world.
We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.
You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.
E230: Maximizing College Savings – A Guide to "Superfunding" a 529 Plan
When planning for your child's future education, one powerful tool at your disposal is the 529 plan. You may already be familiar with the basics of this tax-advantaged savings vehicle, but have you heard about "superfunding" a 529 plan?
E229: Will I Have to Pay Taxes When I Sell My House?
By understanding the tax implications and implementing these strategies early, you can significantly improve your financial outcome when selling your house.
E228: What Does a Solid Financial Plan Look Like?
As you might expect, there is no one correct answer. Most importantly, it guides you toward your goals and provides a solid financial foundation for your life. So what does the typical financial plan contain, and what should it cover?
Maximizing College Savings – A Guide to "Superfunding" a 529 Plan
When planning for your child's future education, one powerful tool at your disposal is the 529 plan. You may already be familiar with the basics of this tax-advantaged savings vehicle, but have you heard about "superfunding" a 529 plan?
Will I Have to Pay Taxes When I Sell My House?
By understanding the tax implications and implementing these strategies early, you can significantly improve your financial outcome when selling your house.
What Does a Solid Financial Plan Look Like?
As you might expect, there is no one correct answer. Most importantly, it guides you toward your goals and provides a solid financial foundation for your life. So what does the typical financial plan contain, and what should it cover?
